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Video: IRS Payment Plan for Taxes

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2024 • October 16, 2024 1:24 AM
OVERVIEW

If you owe more than you can afford on your taxes at the end of the year, you can set up a payment plan.

TABLE OF CONTENTS

 

Video transcript:

Hello, I'm Sara from TurboTax, with some important information on how to get approved for an IRS payment plan.

Have you finished preparing your tax return and realized that you owe more tax than you can afford? If so, there is no need to panic. The IRS offers installment agreements that allow you to pay it off monthly.

If you owe $10,000 or less in taxes and have not entered into a payment plan within the last five years, you may be entitled to a guaranteed acceptance by the IRS. All you need to do is complete form 9465.

When you fill out the form you must show why your current financial situation makes it impossible for you to pay the tax in full by the deadline. But before you do any of this, make sure that you did not file any of your last five tax returns late since doing so makes you ineligible for a guaranteed acceptance.

If you don't meet the requirements for a guaranteed acceptance, you can still submit the form. However, there is no guarantee that the IRS will approve your request especially if it believes that you can pay your taxes by the deadline without suffering a significant hardship.

One last thing you should remember, when you make your monthly payments, you are still paying your taxes late and even when the IRS approves your late payment, you'll still be charged interest during the repayment period.

With TurboTax Live Full Service, a local expert matched to your unique situation will do your taxes for you start to finish. Or, get unlimited help and advice from tax experts while you do your taxes with TurboTax Live Assisted.

And if you want to file your own taxes, you can still feel confident you'll do them right with TurboTax as we guide you step by step. No matter which way you file, we guarantee 100% accuracy and your maximum refund.

Taxes done right,
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State additional
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~37% of filers qualify. Simple Form 1040 returns only (no schedules except for Earned Income Tax Credit, Child Tax Credit and student loan interest).

Looking for more information?

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The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

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Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):

  • W-2 income
  • Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
  • IRS standard deduction
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction
  • Taxable qualified retirement plan distributions

Examples of situations not included in a simple Form 1040 return:

  • Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
  • Stock sales (including crypto investments)
  • Income from rental property or property sales
  • Credits, deductions and income reported on other forms or schedules 

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  • Audit Defense: Audit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at https://turbotax.intuit.com/corp/softwarelicense/ for service terms and conditions. 

TURBOTAX DESKTOP GUARANTEES

TurboTax Desktop Individual Returns:

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